ON Semiconductor Corporation $ON Shares Sold by China Universal Asset Management Co. Ltd.

Key Points

• China Universal Asset Management cut its stake in ON Semiconductor by 81.2% in Q4, selling 10,797 shares and leaving it with 2,500 shares worth about $135,000.
• Company insiders have been net sellers: CEO Hassane El‑Khoury and CFO Trent Thad sold 20,000 and 60,000 shares respectively on Feb 12, and insiders have sold 116,114 shares (~$8.49 million) in the last 90 days, leaving insiders with roughly 0.35% ownership.
• Shares are richly valued and near multi‑year highs—ON opened at $98.40 with a trailing P/E of about 289 and a 12‑month high of $100.30; analysts are mixed (average "Hold") and the company's Q1 2026 EPS guidance of $0.56–$0.66 makes upcoming earnings a key catalyst and risk.

China Universal Asset Management Co. Ltd. decreased its holdings in shares of ON Semiconductor Corporation (NASDAQ:ON - Free Report) by 81.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,500 shares of the semiconductor company's stock after selling 10,797 shares during the period. China Universal Asset Management Co. Ltd.'s holdings in ON Semiconductor were worth $135,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Private Trust Co. NA grew its position in ON Semiconductor by 72.8% in the third quarter. Private Trust Co. NA now owns 522 shares of the semiconductor company's stock worth $26,000 after buying an additional 220 shares during the last quarter. CVA Family Office LLC increased its holdings in shares of ON Semiconductor by 83.7% in the fourth quarter. CVA Family Office LLC now owns 472 shares of the semiconductor company's stock valued at $26,000 after buying an additional 215 shares in the last quarter. Quent Capital LLC bought a new position in shares of ON Semiconductor in the third quarter valued at $28,000. Migdal Insurance & Financial Holdings Ltd. lifted its position in shares of ON Semiconductor by 68.7% during the 3rd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 577 shares of the semiconductor company's stock valued at $28,000 after acquiring an additional 235 shares during the last quarter. Finally, Deseret Mutual Benefit Administrators lifted its position in shares of ON Semiconductor by 62.3% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 568 shares of the semiconductor company's stock valued at $28,000 after acquiring an additional 218 shares during the last quarter. Institutional investors and hedge funds own 97.70% of the company's stock.

ON Semiconductor Stock Performance

Shares of ON Semiconductor stock opened at $98.40 on Monday. The stock has a market cap of $38.70 billion, a PE ratio of 289.42, a price-to-earnings-growth ratio of 0.99 and a beta of 1.53. The business has a fifty day simple moving average of $67.55 and a 200-day simple moving average of $59.60. The company has a quick ratio of 2.98, a current ratio of 4.52 and a debt-to-equity ratio of 0.39. ON Semiconductor Corporation has a 12 month low of $37.19 and a 12 month high of $100.30.

ON Semiconductor (NASDAQ:ON - Get Free Report) last issued its quarterly earnings results on Monday, February 9th. The semiconductor company reported $0.64 earnings per share for the quarter, beating analysts' consensus estimates of $0.62 by $0.02. ON Semiconductor had a return on equity of 12.22% and a net margin of 2.02%.The business had revenue of $1.53 billion for the quarter, compared to the consensus estimate of $1.54 billion. During the same quarter in the previous year, the company posted $0.95 earnings per share. ON Semiconductor's revenue for the quarter was down 11.2% compared to the same quarter last year. ON Semiconductor has set its Q1 2026 guidance at 0.560-0.660 EPS. On average, sell-side analysts anticipate that ON Semiconductor Corporation will post 2.93 EPS for the current fiscal year.

Insider Activity

In related news, CEO Hassane El-Khoury sold 20,000 shares of the business's stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $73.02, for a total transaction of $1,460,400.00. Following the transaction, the chief executive officer directly owned 1,015,610 shares of the company's stock, valued at approximately $74,159,842.20. The trade was a 1.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Trent Thad sold 60,000 shares of the company's stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $71.22, for a total transaction of $4,273,200.00. Following the completion of the transaction, the chief financial officer owned 339,460 shares in the company, valued at approximately $24,176,341.20. This represents a 15.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 116,114 shares of company stock worth $8,492,308 in the last 90 days. Company insiders own 0.35% of the company's stock.

Trending Headlines about ON Semiconductor

Here are the key news stories impacting ON Semiconductor this week:

• Positive Sentiment: B. Riley upgraded ON to Buy and raised its price target sharply, which helped trigger renewed buying and pushed shares to fresh multi‑year highs. ON Semiconductor (ON) Stock Soars to 52-Week Peak After Major Analyst Upgrade
• Positive Sentiment: A Boston Trust Walden 13F filing shows the fund added 871,786 ON shares for the quarter — a sizable institutional buy that signals professional buyers are increasing exposure. Fund Update: 871,786 ON SEMICONDUCTOR (ON) shares added to Boston Trust Walden Corp portfolio
• Positive Sentiment: Broader semiconductor momentum and recent analyst bullishness have driven short‑term positioning ahead of ON’s upcoming Q1 report, adding technical fuel to the rally. onsemi surges 10% as analysts turn more bullish and traders position ahead of May earnings
• Neutral Sentiment: Upcoming earnings (company scheduled to report in early May) are a near‑term catalyst — that concentrates both upside (beat/raise) and event risk (miss/guide down). Market moves reflect positioning into that event rather than new fundamental proof yet. These Chip Stocks Power Sector's Latest Advance
• Negative Sentiment: Insiders have been net sellers recently (multiple filings show executive sales), which can be perceived negatively by the market — worth monitoring for follow‑through. onsemi surges 10% as analysts turn more bullish and traders position ahead of May earnings
• Negative Sentiment: Several commentaries flag that the stock’s rapid, multi‑week run looks parabolic and could attract profit‑taking or a sharp pullback; ON’s trailing valuation is rich (background P/E ~289), so a weak print or cautious guidance could reverse gains quickly. ON Semiconductor: Chip Stocks' Parabolic Rise Draws Concerns
• Negative Sentiment: Prominent commentators (e.g., Jim Cramer) have voiced skepticism about the sustainability of the rally — cautionary views that can amplify volatility if sentiment shifts. Jim Cramer on ON Semiconductor: “Bit of a Mystery to Me”

Wall Street Analysts Forecast Growth

ON has been the topic of a number of recent research reports. Bank of America upgraded ON Semiconductor from a "neutral" rating to a "buy" rating and lifted their target price for the stock from $70.00 to $85.00 in a report on Monday, April 13th. UBS Group reaffirmed a "neutral" rating on shares of ON Semiconductor in a report on Monday, February 2nd. B. Riley Financial raised ON Semiconductor from a "neutral" rating to a "buy" rating and set a $115.00 price target on the stock in a research note on Thursday. Truist Financial boosted their price objective on ON Semiconductor from $57.00 to $66.00 and gave the stock a "hold" rating in a report on Tuesday, February 10th. Finally, BNP Paribas Exane upgraded shares of ON Semiconductor from a "strong sell" rating to a "hold" rating in a report on Thursday, January 22nd. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $67.15.

About ON Semiconductor

ON Semiconductor, which operates under the onsemi brand, is a global supplier of semiconductor components and related solutions. The company designs, manufactures and sells a broad portfolio that includes power and analog devices, discrete components, sensors and custom mixed-signal products. Its offerings are used to manage, convert and sense electrical power and signals across a wide range of electronic systems.

ON Semiconductor serves customers in key end markets such as automotive, industrial, cloud power and communications, as well as consumer and computing applications.

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